Solution introduction
Unlock Value For Every Client's Values
Grow your practice with the Values Aligned Direct Index Solution (VADIS) a collaboration with First Affirmative Financial Network
What is VADIS?
VADIS (Values-Aligned Direct Index Solution) empowers advisors to uncover and build portfolios based on the values of every client.
From $25,000 to $25 million and beyond, our platform built in collaboration with First Affirmative Financial Network helps you transform client values into tailored investment strategies, fostering deeper client relationships and driving practice growth.
With VADIS, you have the flexibility to meet each client's specific needs while maintaining efficiency. Whether you're implementing quick-start persona portfolios, aligning with your firm's ethos, or crafting bespoke solutions utilizing over 150 metrics, VADIS helps you tell compelling investment stories, and deliver on the client's financial objectives.
Our comprehensive impact reporting and active shareholder advocacy features further demonstrate your commitment to clients' values, turning beliefs into measurable action.
